SPL
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Superior Planning, LLC’s MKS Inc MKSI Stock Holding History

Superior Planning, LLC’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40.3K Buy
+152
New +$44.9K 0.02% 438

Other funds holding MKSI

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's MKSI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in MKS Inc (MKSI) in Q3 2026: 152 shares worth $40.3K. The stake represents 0.02% of the portfolio and ranks #438 among its holdings.

449 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Superior Planning, LLC held 152 shares of MKS Inc worth $40.3K as of Q3 2026.
  • MKS Inc was a new Superior Planning, LLC position in Q3 2026.
  • MKS Inc made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #438 holding.
  • 449 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.